What stops the new report being automatic

Blockages

Everything that stops the new report (the PDF) being made 100% by the machine. Found by building the Calwell report and checking it against Support's, and by checking the rules against Missing Middle. Type your suggestion in any row; it saves as you type. Press Talk it through to discuss a row with Claude.

#BlockageSections it stopsWhat clears itFrank's suggestionWho actsStatusFound
10Pricefinder floor plan needs a login the machine does not have.Floorplan (Price Finder)Ask Pricefinder for machine access (API) with a key issued to CGFB, never a person's password; Isaac stores the key. Otherwise drop the page. 3 Oct: our existing account reached Pricefinder's API and got a token. Ticket #3038166 asks Pricefinder to confirm the entitlement, cost, which items it returns and that use with Claude is permittedPricefinderWaiting on Pricefinder3 Oct 2026
13Before You Dig needs an enquiry lodged per block.Before You Dig responsesLodge it automatically, which needs a BYDA account set up for it. 3 Oct: Frank asked the Support Manager (Mitali) to arrange BYDA machine access; any key goes to Isaac 3 Oct, 21:17 (Saurabh): the existing BYDA account already has Developer Tools: API lodgement, response retrieval with attachments, and webhooks. A Client ID and Secret were made and shared with Isaac by LastPass only. Responses go to info@cgfb.com.au. Next: Isaac stores the keys on the server; fees and limits being confirmed with BYDAIsaacWaiting on Isaac3 Oct 2026
15The PDF is made by Word on Frank's PC. If the PC is off, no report.The whole reportMake the PDF on the apps server instead (LibreOffice there, or the report rebuilt as a web page); a server change, so Isaac agrees it. 3 Oct: preferred way is Microsoft 365's own Word-to-PDF (an app allowed into one SharePoint site); asked of IsaacIsaacWaiting on Isaac3 Oct 2026
18Instant chat answers need an AI key (Anthropic) on the lab server. Until then Claude answers while a session is open, or at the next one.The chat on this pageIsaac adds a key with its own spending limit, as he did for the Design EngineIsaacOpen3 Oct 2026

Talk it through Claude answers while a session is open, otherwise at the next one.
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